A quick look at how Cedar Street Asset Management's expertise and investment process seek to exploit the inefficient market of international small caps.

This article highlights valuation as one of many distinct signals used in evaluating international small caps, and how current valuation levels may be indicators of how the asset class may perform in the months and years ahead.

Take a deep dive into the world of investment research with Paul Herbert, Investment Team Managing Director at Harbor Capital Advisors.

Learn why Harbor was drawn to IR+M to subadvise Harbor Core Bond and Core Plus for several reasons - not the least of which is their pursuit of consistency.

If history is any guide, investors could likely be better off sticking with core and core plus bond funds in their long-term portfolios rather than giving in to the temptation of today’s higher cash rates.

While we acknowledge the investment environment will be tougher in the 2020s, we believe investing in active mutual funds or ETFs with skilled managers could prove beneficial, and in some cases necessary, for meeting your medium and longer-term financial goals.

Take a deep dive into the world of investment research with Jeff Markarian, Investment Team Managing Director at Harbor Capital Advisors.

The Harbor Dividend Growth Leaders ETF (GDIV) provides a one-size-fits-all investment opportunity, in our view, given its focus on investing in businesses with solid free cash flow generation, strong balance sheets, and disciplined management teams.

In our view, the dividend growth category’s combination of income potential and capital growth affords investing confidence across a variety of global market environments, making it a great place to start in active ETFs.

In the second part of a two-part interview with VettaFi, C WorldWide portfolio manager Peter O’Reilly discusses the opportunities using active management (and challenges with passive ETFs), and how C WorldWide looks at ESG, or Environmental Social and Governance.

In a two-part interview with VettaFi, C WorldWide portfolio manager Peter O’Reilly discusses the firm’s distinct investment process, trend-based stock picking, and active management.

Read why we believe dividend growth investors should take an active approach and leverage a skilled manager to unlock value.

In a discussion with Director Aaron Kirchoff of EARNEST Partners, subadvisor for the Harbor Mid Cap Fund, we explored why mid caps might just be the “sweet spot” of the U.S. equity market and a potential enhancement for investment portfolios.

The size and intricacies of the U.S. fixed income universe can potentially offer a strong opportunity for active management in the space.

Learn how IR+M's expertise in sector allocation and security selection may help them uncover opportunities across the fixed-income universe.

Is your primary focus retaining existing clients and growing your book of business? Investors today have a breadth of options when it comes to financial help, from DIY online tools to advisors of varying sizes, credentials, and service offerings. How can you cut through the noise and show your value to achieve your goals? We’ve got some quick tips to guide you down a path towards success.

How Harbor's International Small Cap Fund can potentially be a strong addition to international portfolio allocations.

The Harbor Dividend Growth Leaders ETF (GDIV) possesses diversified exposure across economic sectors based on where we are identifying the best risk-reward dynamics.

In a recent exercise led by Chenwei Wu and Li Ma of Harbor’s Investment Data & Enhanced Analytics (IDEA) team, we found that we were able to more acutely identify outperformance attributable to skill by focusing on idiosyncratic alpha rather than excess returns.

As an actively-managed, fully-transparent option, GDIV looks to invest in companies that can support a growing dividend stream. We believe there are few products that can compete as risk-aware, income-oriented options.

Investors underweight to active international exposure may potentially be missing out on attractive returns and enhanced diversification.

Several decades ago, Harbor Capital and Jennison Associates united in an active alliance that has stood the test of time.

In the best of times and the worst of times, we point to dividend growers as an attractive option given their resiliency across a range of macro environments.

Why we believe investors are underweight in an asset class that may offer distinct flavors.

A look at how Cedar Street Asset Management LLC narrows the vast universe of international small caps.

Taking the extra step to show your appreciation and care can result in immeasurable loyalty and impact your retention and acquisition efforts in surprising ways.

Often, periods of less meaningful index concentration than at present can be followed by periods of stronger performance from active managers as these large positions unwind, benefiting managers with underweight stances.

During this period of elevated inflation and deteriorating economic conditions, the Harbor Capital Appreciation Fund demonstrated fundamental resiliency.

As an advisor, clients are the lifeblood of your business, and whether virtual or in person, client-focused events offer the opportunity to deepen relationships, show your appreciation, provide education, and build your referral business.

Find out how your views align with your peers – and what you may want to apply in your own practice.

Read why Harbor believes when it comes to bond markets, active managers have a clear long-term edge over indexes.

Read why Harbor is so enthusiastic about its partnership with IR+M, and why they are such a rare fixed-income boutique.

We find it important to note that developed non-U.S. market dynamics differ from U.S. markets with respect to small caps vs. large caps.

We believe GDIV offers attractive growth potential with investments in quality businesses that have the capacity to grow their dividends, while also providing a hedge during down markets and less volatility when investors need it the most.

We believe Cedar Street’s commitment to quality in both its operations and investing sets it apart in what is an already-shrinking competitor pool in recent years.

Dividend growth strategies typically feature lower dividend payout ratios, often affording more flexibility in growing and/or maintaining dividend streams in the future. We believe this will be particularly important as the U.S. economy is set to slow.

Is it time for investors to consider adding a dedicated mid-cap fund to their portfolios to help top-up their mid-cap allocation?

Evolution in the making.

Diversify Portfolios With Active International ETF

As the world wraps its head around ChatGPT and its capabilities, Harbor narrows its focus on the investment implications of this artificial intelligence (AI) disruption.

Given the evolving economic landscape, we now point to the attractiveness of growth investing in particular.

A high-performing team is the cornerstone of your firm’s success. Consider these five key areas that may have the greatest impact on your ability to attract and retain top talent.

A straightforward approach for challenging times.

See why international small caps could potentially be a compelling arena for active managers to outperform.

Diversification benefits of international equities could be making a comeback as domestic markets continue to see increased levels of volatility.

Growth investing is a popular investment strategy that focuses on companies expected to grow earnings at an above average rate relative to the broader market.

The combination of steady income and growth potential afford the opportunity to produce attractive returns in a range of macroeconomic conditions, in our view.

As the Fed has continued its tightening policy, a favorite pastime of economists and market pundits is to forecast where interest rates will wind up.

In selecting investment firms to manage our funds, Harbor seeks firms that demonstrate original thinking and a willingness to be different from the competition, whether that be in taking nonconsensus views or investing in less trafficked corners of the market.

Podcasting offers an opportunity for advisors like you to leverage the power of your voice to help.

An increasing number of advisors are looking to high-yield bonds to help generate above-average income.

A long-term allocation to growth may be a critical component in client portfolios.

We believe that headwinds may soon abate, and now could be an opportune time to add to your portfolio’s bond allocation.

We believe that an increasing number of advisors are turning to active fixed income ETFs in 2023.

Learn why the international small cap arena is a compelling space given current market conditions.

Investors can look to two Harbor ETFs for distinct commodities exposure as the asset class works to play an increasingly important role in portfolios.

The case for a contrarian stance.

LinkedIn is a true social media platform for business professionals, and for financial advisors, it can offer a number of potential benefits (at no cost!).

The Harbor Corporate Culture Small Cap ETF (HAPS) has garnered investor attention following its recent launch.

OSEA works to remove home country bias and, according to our research, is outpacing markets in the current environment.

What originally started as a run on regional banks in the U.S. has continued to escalate, with a banking crisis unfolding across the world.

News that the federal government could run out of money soon is dominating headlines, leaving advisors concerned about what this means for their investments.

Ready for a glimpse into what your industry peers are currently thinking when it comes to building portfolios, staying on top of industry trends, and working with asset managers? We’ve got some answers – how does your practice line up?

Although rising interest rates have recently posed challenges for fixed income investors, it also presents opportunities for skilled active managers.

If you’re ready to actively start prospecting, we’ve got a few ideas to help you get started.

Since 1930 dividends on average have accounted for 59% of the total return of equities.

HGER may offer compelling long-term diversification benefits and potential returns.

The majority of corporate value increasingly resides in intangible assets. In our view, human capital is without doubt one of the most critical of these assets, encompassing the habits, knowledge, talent, motivation, and experiences of an organization.

4 key themes impacting today’s markets and 4 ETFs to potentially address them.

Quantitative strategies have been few and far between in fixed income—that’s begun to change.

International equities surged in November, propelled by the prospect of a slowing pace of U.S. interest-rate hikes and the weakening of the U.S. dollar.

Why we believe that all investing is essentially active.

Portfolios that have a home country bias may be negatively impacted as markets are expected to be more challenged and complex.

Inflation Hasn’t Cooled Yet.

Harbor Renames Commodity All-Weather ETF 'HGER'.

Combatting inflation may not be an easy nor quick feat.

Economic data are showing signs of sticky inflation.

Commodities may provide diversification benefits to the traditional 60/40 portfolio in the current market environment.

The regime change will mean that markets remain more complex and challenged than they have in the past decade, and security selection will continue to play a much bigger role in generating returns.

We believe that commodities offer meaningful benefits to investor portfolios, but it is a complex and heterogeneous asset class that requires a flexible and thoughtful approach.

Harbor Completes Industry's First Mutual Fund-ETF Merger

Why a company’s greatest asset can often times be its people.

Ready to dip your toe into marketing or evolve what you’re doing? We’ve got a few simple dos and don’ts to help.

For investors and advisors looking for signals in the noise to better understand the situation, there are a few key banking indicators to understand the current crisis.

Even as the broader market has demonstrated solid performance to start 2023, thematic and active ETFs are outperforming, as we believe security selection continues to play a more significant role in generating returns than it had in the decade following the global financial crisis.

Most advisors are cognizant of the changing investment landscape, recognizing that the allocations that generated standout performance in the past decade will need to be adjusted to produce future returns for clients.

Thematic investments are seeing a resurgence in investor interest after developing a – perhaps undeserved and unwarranted – negative reputation in recent years.

We believe valuations of businesses are now skewed to an increasing extent toward intangible versus tangible assets.

The global shift to renewable energy is undeniably in full swing. The only question is how to best make the transition.

As markets remain more challenged and complex than in the past decade, we believe advisors may need to rethink current allocations -- leaving behind the 60/40 portfolio -- to capture attractive returns going forward.

The era of free money, which lifted portfolios for much of the last decade, is over, and advisors will have to work harder to provide returns for clients.

The global regime shift taking place today has structural implications for markets.

Why we believe it's an underappreciated value driver.

Strategic allocation of high yield bonds have the potential to provide streams of income for investors.

We believe commodity futures offer one of the most direct ways of gaining exposure to the expected demand increase for the materials essential for the energy transition.

Over 90% of global GDP is committed to an energy transition, which calls for a massive expansion in renewable energy sources in the coming decades.

An Opportune Time for Dividend Growers?

Social measures such as corporate culture tend to be under-represented in sustainable investing. While human capital is difficult to measure quantitatively, the Harbor Corporate Culture ETF (HAPI) and the Harbor Corporate Culture Leaders ETF (HAPY) are built around the “Human Capital Factor”, a distinctive investment factor developed by Irrational Capital.

After posting the strongest gain of all major asset class last year, we believe commodities are positioned for another year of impressive growth in 2023.

The current market environment is complicated by various factors. We believe a key solution for outpacing inflation and navigating the current environment is dividend growth funds, such as GDIV.

From a total universe of over 500M+ pieces of “alternative data”, a subset of data from private and public sources is collected and analyzed in an aim to identify companies that are consistently doing right by their employees.

Once upon a time, investors might have only been interested in the answers to, “What is the logic of this business over the long term?” Today, they want to know much more nuanced information like, “What is the overall social impact of this business? Do I want to be part of funding that impact?”

With higher inflation likely remaining for some time, here are six things every investor should know.

Commodities have proven to be effective long-term portfolio diversifiers.

Access an Advanced Strategy for Hedging Inflation

Commodity Investing for a Brighter Tomorrow

Within the world of investing, it’s becoming increasingly evident that there is no single, monolithic meaning of innovation. Read what we believe at Harbor Capital Advisors.

Harbor Capital Energy Transition Strategy ETF (RENW)

Discover how a distinct, commodity-based ETF can play in an investment portfolio

See why Harbor believes Acadian’s ability to adapt to market conditions serves as an Alpha Edge and gives the Harbor Overseas Fund the potential to serve as an all-weather portfolio.

Take a look at why Harbor believes that Aristotle’s portfolio has the potential to generate an attractive return profile due to their focus on businesses with durable business models and strong fundamentals.

Explore some of the factors that we at Harbor believe drive Westfield’s alpha edge in the small cap growth space.

Spencer Logan, CFA, CAIA, FDP, Director, Investment Specialist at Harbor Capital Advisors, shares his opinion on why offsetting inflation with gains in your portfolio is far from the only reason to consider adding commodities to your financial strategy.

As inflation recently hit a 40-year high, fortunately, it is possible to broadly invest in commodities via exchange traded funds (ETFs). Harbor’s All-Weather Inflation Focus ETF (HGER) is a commodity ETF that addresses rising inflation, and it can serve as an effective hedging tool.

“Timely Insights” in response to how recent events have dramatically shifted the balance of supply and demand within the oil market, driving prices higher. Read why we expect this trend to continue.

Ross Frankenfield, Harbor Capital’s Managing Director of the Investment Specialist Team, speaks about the role of Treasuries within fixed income allocations as they pertain to near historically low yields, inflation, and the recent shift in Federal Reserve policy, while also touching on how the Harbor Core Bond Fund could be key.

Joe Duffy, Harbor Capital’s Investment Specialist Director of the Investment Specialist Team, outlines some of the multiple challenges that small cap growth funds face in the current environment and how investors may be better served by taking a differentiated and more disciplined active approach within the small cap growth space.

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares some thoughts on the February 2022 CPI print. Schurmeier notes the expectation of financial conditions continuing to tighten and shares his view on how late cycle or defensive positions in equities are compelling, while fixed income returns remain low.

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares some thoughts on the March Federal Open Market Committee (FOMC) meeting, while touching on interest rate hikes and how the committee intends to tighten financial conditions.

Lindsey Houghton, Harbor Capital’s Managing Director & Portfolio Manager of the Multi-Asset Solutions Team, touches on the stagflation scenario of the 1970s, disinflation experienced after the Global Financial Crisis, and much more while also providing his thoughts on the current rate of inflation.

Spenser Lerner, Harbor Capital’s Head of Multi-Asset Solutions, shares some of his initial thoughts on Russia’s invasion of Ukraine and the implications for the global economy markets.

Lindsey Houghton, Managing Director & Portfolio Manager, Multi Asset Solutions Team at Harbor, shares some thoughts on valuations for growth stocks and how they’ve recently become more compelling and appealing given the forward return prospects.

As part of our commitment to excellent due diligence, Harbor takes an active approach to evaluating the market landscape against our expectations and our manager performance results. In the monthly market recap, we share our observations across asset classes and factors.

Let’s look at the edge active has in the capturing innovation.

As part of our commitment to excellent due diligence, Harbor takes an active approach to evaluating the market landscape against our expectations and our manager performance results. In the monthly market recap, we share our observations across asset classes and factors.

As part of our commitment to excellent due diligence, Harbor takes an active approach to evaluating the market landscape against our expectations and our manager performance results. In the latest monthly market recap, we share our observations across asset classes and factors.

As part of our commitment to excellent due diligence, Harbor takes an active approach to evaluating the market landscape against our expectations and our manager performance results. In the monthly market recap, we share our observations across asset classes and factors.